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United Parcel Service
UPS

Overview Fund Activity

2,231 hedge funds and large institutions have $110B invested in United Parcel Service in 2022 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 999 increasing their positions, 792 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+9
Holders Change %
+0.41%
% of All Funds
35.31%
Holding in Top 10
99
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.79%
% of All Funds
1.57%
New
158
Increased
999
Reduced
792
Closed
120
Calls
$2.48B
Puts
$2.27B
Net Calls
+$207M
Net Calls Change
+$384M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$586M
2
Capital World Investors
Capital World Investors
California
+$407M
3
BlackRock
BlackRock
New York
+$382M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$240M
5
Capital International Investors
Capital International Investors
California
+$233M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$331M
2
Citadel Advisors
Citadel Advisors
Florida
-$170M
3
State Street
State Street
Massachusetts
-$117M
4
Morgan Stanley
Morgan Stanley
New York
-$113M
5
Renaissance Technologies
Renaissance Technologies
New York
-$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
1351
Busey Bank
Illinois
$893K -$128K -595 -13%
LF
1352
Lantz Financial
Illinois
$893K -$32.6K -152 -4%
HCC
1353
Hirtle Callaghan & Co
Pennsylvania
$889K +$671K +3,129 +308%
OFG
1354
OmniStar Financial Group
North Carolina
$888K -$36.7K -171 -4%
ESBC
1355
E.S. Barr & Co
Kentucky
$883K -$99.1K -462 -10%
AWG
1356
Altus Wealth Group
Colorado
$881K +$20.8K +97 +2%
KCM
1357
Kanawha Capital Management
Virginia
$879K -$643 -3 -0.1%
NB
1358
Northwest Bancshares
Pennsylvania
$879K +$29.2K +136 +3%
FFM
1359
Forum Financial Management
Illinois
$877K +$99K +462 +13%
TC
1360
Titleist Capital
Texas
$873K -$12K -56 -1%
MWM
1361
Meridian Wealth Management
Kentucky
$873K +$2.15K +10 +0.2%
EWA
1362
EverSource Wealth Advisors
Alabama
$873K +$115K +536 +15%
IAMOG
1363
Investors Asset Management of Georgia
Georgia
$869K – – –
BFPW
1364
BOK Financial Private Wealth
Colorado
$868K +$231K +1,078 +36%
RSWM
1365
Robertson Stephens Wealth Management
California
$864K -$250K -1,164 -22%
WGAM
1366
Wilkinson Global Asset Management
New York
$864K – – –
QI
1367
Qtron Investments
Massachusetts
$862K +$287K +1,340 +50%
WAS
1368
Wealth Advisory Solutions
Indiana
$862K +$862K +4,020 New
Tudor Investment Corp
1369
Tudor Investment Corp
Connecticut
$861K +$861K +4,017 New
MCM
1370
Maryland Capital Management
Maryland
$853K +$39.7K +185 +5%
WPA
1371
West Paces Advisors
Georgia
$849K +$263K +1,225 +45%
PPW
1372
Pinnacle Private Wealth
Massachusetts
$848K +$5.36K +25 +0.6%
MFG
1373
Menard Financial Group
Texas
$846K +$78.1K +364 +10%
LIM
1374
Longfellow Investment Management
Massachusetts
$846K +$386K +1,798 +84%
FWCM
1375
Ferguson Wellman Capital Management
Oregon
$845K – – –
53 54
55
56 57